Q3 2026 13F filing
Updated 2 days ago84 disclosed positions worth $132.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $13.3M | 147.1K | 10.04% | — |
| 2 | M DIMENSIONAL ETF TRUST | $9.2M | 164.2K | 6.94% | — |
| 3 | E ISHARES TR | $9M | 36.2K | 6.79% | — |
| 4 | L LINCOLN ELEC HLDGS INC | $8.7M | 32.8K | 6.57% | — |
| 5 | V VANGUARD MUN BD FDS | $7.4M | 156.7K | 5.62% | — |
| 6 | E ISHARES TR | $5.7M | 56.5K | 4.32% | — |
| 7 | E ISHARES TR | $5.2M | 40.8K | 3.96% | — |
| 8 | E ISHARES TR | $5.1M | 31.8K | 3.85% | — |
| 9 | V VANGUARD INDEX FDS | $4.5M | 20.7K | 3.39% | — |
| 10 | A APPLE INC | $3.2M | 9.6K | 2.43% | — |
| 11 | V VANGUARD INDEX FDS | $2.5M | 6.8K | 1.92% | — |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $2.5M | 91.1K | 1.87% | — |
| 13 | T TRUIST FINL CORP | $2.4M | 52.5K | 1.84% | — |
| 14 | V VANGUARD ADMIRAL FDS INC | $2.3M | 16.8K | 1.75% | — |
| 15 | V VANGUARD ADMIRAL FDS INC | $2.2M | 20.2K | 1.68% | — |
| 16 | V VANGUARD INDEX FDS | $2.2M | 11.3K | 1.67% | — |
| 17 | S DIMENSIONAL ETF TRUST | $2.2M | 55.6K | 1.67% | — |
| 18 | W WALMART INC | $2.1M | 20.3K | 1.60% | — |
| 19 | V VANGUARD ADMIRAL FDS INC | $1.9M | 13.7K | 1.42% | — |
| 20 | E ISHARES TR | $1.8M | 36.9K | 1.37% | — |
| 21 | S SCHWAB STRATEGIC TR | $1.8M | 69.7K | 1.33% | — |
| 22 | ? N/A DIMENSIONAL ETF TRUST | $1.7M | 39.5K | 1.29% | — |
| 23 | B BERKSHIRE HATHAWAY INC DEL | $1.5M | 3.0K | 1.14% | — |
| 24 | V VANGUARD CHARLOTTE FDS | $1.4M | 30.9K | 1.10% | — |
| 25 | ? N/A ISHARES TR | $1.4M | 31.8K | 1.08% | — |
| 26 | E ISHARES TR | $1.3M | 12.5K | 0.99% | — |
| 27 | P PHILLIPS 66 | $1.2M | 4.6K | 0.89% | — |
| 28 | A AMAZON COM INC | $1.2M | 4.6K | 0.87% | — |
| 29 | V VANGUARD BD INDEX FDS | $1.1M | 18.0K | 0.86% | — |
| 30 | S SPDR SERIES TRUST | $1.1M | 23.4K | 0.83% | — |
| 31 | V VANGUARD INDEX FDS | $1.1M | 1.5K | 0.81% | — |
| 32 | V VANGUARD STAR FDS | $1.1M | 12.5K | 0.80% | — |
| 33 | N NVIDIA CORPORATION | $1M | 4.6K | 0.79% | — |
| 34 | E ISHARES TR | $1M | 9.4K | 0.78% | — |
| 35 | M MICROSOFT CORP | $875K | 1.7K | 0.66% | — |
| 36 | T TESLA INC | $875K | 2.5K | 0.66% | — |
| 37 | A BROADCOM INC | $835K | 2.4K | 0.63% | — |
| 38 | G ALPHABET INC | $793K | 2.3K | 0.60% | — |
| 39 | C CISCO SYS INC | $774K | 7.2K | 0.59% | — |
| 40 | L LOWES COS INC | $745K | 4.0K | 0.56% | — |
| 41 | O ORACLE CORP | $714K | 5.2K | 0.54% | — |
| 42 | A ALLSTATE CORP | $713K | 3.2K | 0.54% | — |
| 43 | L ELI LILLY & CO | $638K | 551 | 0.48% | — |
| 44 | B ISHARES TR | $579K | 5.6K | 0.44% | — |
| 45 | F FEDEX CORP | $547K | 1.9K | 0.41% | — |
| 46 | S SPACE EXPLORATION TECHN CORP | $546K | 3.6K | 0.41% | — |
| 47 | S SAP SE | $504K | 2.4K | 0.38% | — |
| 48 | Q INVESCO QQQ TR | $500K | 675 | 0.38% | — |
| 49 | V VANGUARD INDEX FDS | $500K | 1.8K | 0.38% | — |
| 50 | I INTERNATIONAL BUSINESS MACHS | $490K | 2.2K | 0.37% | — |